See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Service code 15 · EIN 13-2919773 | Recordkeeping | $68,801 |
BASIL CASTROVINCI ASSOCIATES INC1+ years Filed as: BASIL CASTROVINCI ASSOCIATES Service code 11 · EIN 13-2831500 | Actuarial | $51,885 |
STACEY BRAUN ASSOCIATES, INC.1+ years Filed as: STACY BRAUN ASSOCIATES, INC. Service code 28 · EIN 13-2889432 | Investment Management | $35,551 |
ENNIS HARGADON, LLC1+ years Service code 10 · EIN 47-1121653 | Accounting | $24,980 |
Service code 29 · EIN 22-1973215 | Legal | $12,100 |
INVESCO1+ years Service code 28 · EIN 58-1707262 | Investment Management | $10,523 |
SAGE ADVISORY SERVICES1+ years Filed as: SAGE ADVISORY SERVICES, LTD. CO. Service code 28 · EIN 74-2798841 | Investment Management | $9,416 |
ROTHSCHILD ASSET MANAGEMENT1+ years Filed as: ROTHSCHILD Service code 28 · EIN 13-2544634 | Investment Management | $6,349 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF AMERICA Service code 49 · EIN 94-1687665 | Other Services | $6,345 |
See 1 actuary disclosure. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $54,332-100.0% | $115,939-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 17.7%-17.7pp | 19.3%-19.3pp | 3.6%-3.6pp |
| Annual return | 4.74% | 4.08%+0.7pp | 3.97%+0.8pp | 11.88%-7.1pp |
| Employer contribution / active EE | $16,445 | $19,692-16.5% | $28,168-41.6% | $14,612+12.5% |
| Participant deferral / active EE | $0 | $1,371-100.0% | $274-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $282-100.0% | $12,837-100.0% | $637-100.0% |